Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,856 | $93,617-56.4% | $135,982-70.0% | $75,177-45.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 19.94% | 30.89%-10.9pp | 68.32%-48.4pp | 160.75%-140.8pp |
| Employer contribution / active EE | $5,311 | $3,538+50.1% | $4,859+9.3% | $2,671+98.8% |
| Participant deferral / active EE | $11,420 | $6,406+78.3% | $7,760+47.2% | $4,126+176.8% |
| Admin fee / account holder | $756 | $6,980-89.2% | $10,767-93.0% | $5,651-86.6% |